INDEPENDENT FINANCIAL ADVISER - BRIDGEND

Artemis Recruitment Consultants Ltd; Bridgend; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading Chartered Financial Planning firm in Bridgend is seeking an Independent Financial Adviser to develop and manage a client portfolio while providing tailored financial solutions. The ideal candidate will demonstrate strong communication skills and a proactive mindset. This role offers a comprehensive benefits package, including a company pension scheme, generous leave entitlements, and professional development opportunities for career advancement.

Benefits

Company pension scheme

Death in service benefit

25 days’ annual leave

Flexible benefits package

Additional day of leave on birthdays

Option to purchase additional annual leave

Enhanced family-friendly policies

Cycle-to-work scheme

Responsibilities

• Develop and expand a client portfolio with organisational support.
• Provide ongoing financial advice per regulatory requirements.
• Conduct research to identify suitable financial solutions.
• Gather and document necessary information for advice.
• Generate new business through referrals and networks.

Skills

Strong presentation and communication skills

Comprehensive understanding of financial markets and products

Ability to assess and interpret client needs

Capacity to cultivate strategic relationships

Proactive mindset with demonstrable initiative

Education

Commitment to advanced professional qualifications

Job description

INDEPENDENT FINANCIAL ADVISER - BRIDGEND

We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Bridgend. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement.

Key Responsibilities

• Demonstrating a strong entrepreneurial approach and proactively developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations.
• Providing ongoing financial advice in accordance with all regulatory requirements.
• Conducting thorough research and analysis to identify suitable financial solutions aligned with clients’ needs.
• Gathering, evaluating, and documenting all necessary information to deliver advice in accordance with organisational standards.
• Generating new business opportunities through referrals and professional networks.
• Collaborating effectively with colleagues to uphold the organisation’s values, standards, and culture.
• Engaging fully with the development support provided to enhance professional knowledge and capability.
• Benefiting from flexible employment structures designed to accommodate individual professional and personal circumstances.

Skills & Attributes

• Commitment to undertaking advanced professional qualifications and progressing towards Chartered status.
• Strong presentation and communication skills.
• Comprehensive understanding of financial markets and products.
• Ability to assess and interpret the needs and objectives of clients.
• Capacity to cultivate strategic relationships within the industry.
• Proactive mindset with demonstrable initiative.

Benefits

• Company pension scheme
• Death in service benefit
• 25 days’ annual leave
• Flexible benefits package
• Additional day of leave on birthdays
• Option to purchase additional annual leave
• Enhanced family-friendly policies
• Cycle-to-work scheme